Blossom Wealth Management Purchases in Q1 2025

Blossom Wealth Management

  • $49.6 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ELV
Elevance Health, Inc.

Healthcare
542
New
$365.9 - $436.25 $198K - $236K
542 $235K
SIVR
Abrdn Silver ETF Trust

ETFs
6.93K
New
$28.07 - $32.82 $194K - $227K
6.93K $225K
RGLD
Royal Gold Inc

Basic Materials
1.33K
New
$132.55 - $163.51 $177K - $218K
1.33K $218K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.57K
New
$77.7 - $78.94 $199K - $203K
2.57K $202K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
7.23K
+ 11.01%
$22.46 - $23.26 $162K - $168K
72.9K $1.69M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
3.63K
+ 16.1%
$49.42 - $50.43 $179K - $183K
26.1K $1.31M
ZTS
Zoetis Inc.

Healthcare
854
+ 46.29%
$156.48 - $175.67 $134K - $150K
2.7K $444K
VGIT
Vanguard Intermediate Term Tre

ETFs
1.85K
+ 13.95%
$57.44 - $59.4 $106K - $110K
15.1K $898K
WTRG
Essential Utilities, Inc.

Utilities
1.77K
+ 11.14%
$33.49 - $40.57 $59.1K - $71.6K
17.6K $696K
AWK
American Water Works Company, Inc.

Utilities
420
+ 23.73%
$121.01 - $149.31 $50.8K - $62.7K
2.19K $323K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
4.2K
+ 5.92%
$20.64 - $20.73 $86.8K - $87.1K
75.2K $1.55M
DFSD
Dimensional ETF Tr Short Durat

ETFs
1.56K
+ 10.67%
$46.74 - $47.55 $72.9K - $74.2K
16.2K $769K
SCHO
Schwab Short Term Us Treasury

ETFs
2.8K
+ 15.85%
$24.1 - $24.34 $67.5K - $68.2K
20.5K $498K
DFIP
Dimensional ETF Tr Inflation P

ETFs
1.41K
+ 25.63%
$40.27 - $42.11 $56.6K - $59.2K
6.89K $289K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
3.22K
+ 13.87%
$19.42 - $19.54 $62.6K - $63K
26.5K $515K
AMGN
Amgen Inc

Healthcare
20
+ 1.83%
$258.59 - $327.36 $5.17K - $6.55K
1.11K $345K
WM
Waste Management Inc

Industrials
48
+ 3.21%
$200.54 - $233.78 $9.63K - $11.2K
1.54K $356K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
2.08K
+ 9.1%
$19.43 - $19.62 $40.4K - $40.8K
24.9K $488K
PFE
Pfizer Inc

Healthcare
2.13K
+ 16.36%
$25.01 - $27.13 $53.3K - $57.8K
15.2K $383K
APH
Amphenol Corp

Technology
737
+ 24.69%
$61.62 - $78.55 $45.4K - $57.9K
3.72K $244K
COST
Costco Wholesale Corp

Consumer Defensive
14
+ 1.92%
$890.62 - $1076.86 $12.5K - $15.1K
745 $704K
VNQ
Vanguard Specialized Funds Van

ETFs
228
+ 6.64%
$85.55 - $94.34 $19.5K - $21.5K
3.66K $331K
TXN
Texas Instruments Inc

Technology
120
+ 10.55%
N/A
1.26K $244K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
159
+ 0.8%
$25.35 - $27.46 $4.03K - $4.37K
20K $528K
NEE
Nextera Energy Inc

Utilities
175
+ 3.98%
$66.96 - $76.16 $11.7K - $13.3K
4.58K $324K
ACN
Accenture PLC

Technology
5
+ 0.53%
$300.91 - $398.25 $1.5K - $1.99K
948 $295K
NVDA
Nvidia Corp

Technology
12
+ 0.02%
$106.98 - $149.43 $1.28K - $1.79K
62.3K $6.75M
Activity Summary
Buys All Purchases 28 New Holdings 4 Increased Positions 24 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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